Latest Institutional Transactions on Schwab Strategic Tr Us Dividen (SCHD)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Dividen (SCHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-146- 0.18% |
$3.85K - $4.08K
|
81.3K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.3K+ 95.33% |
$457K - $484K
|
35.5K
$966K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.57K- 5.56% |
$41.4K - $43.9K
|
26.7K
$727K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10.5K+ 33.42% |
$276K - $292K
|
41.8K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.11K+ 14.28% |
$82K - $86.9K
|
24.9K
$678K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-8.11K- 5.6% |
$214K - $227K
|
137K
$3.72M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
313K+ 28.83% |
$8.25M - $8.74M
|
1.4M
$38.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2K- 2.59% |
$52.7K - $55.9K
|
75.2K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.1K- 6.08% |
$134K - $142K
|
78.8K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10.6K+ 3.02% |
$281K - $297K
|
363K
$9.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-207K- 20.57% |
$5.45M - $5.77M
|
798K
$21.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
84+ 0.84% |
$2.22K - $2.35K
|
10.1K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26.2K- 5.63% |
$692K - $734K
|
440K
$12M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
50.7K+ 219.33% |
$1.34M - $1.42M
|
73.8K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.44K- 20.22% |
$64.3K - $68.1K
|
9.61K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.97K- 0.77% |
$158K - $167K
|
770K
$21M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.61K- 29.25% |
$95.2K - $101K
|
8.73K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108K- 40.95% |
$2.84M - $3.01M
|
155K
$4.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-55.6K- 10.93% |
$1.47M - $1.55M
|
453K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.6K- 34.14% |
$729K - $772K
|
53.3K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.52% |
$26.4 - $28
|
67
$1.83K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-11K- 20.81% |
$289K - $307K
|
41.7K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 1.23% |
$68K - $72.1K
|
213K
$5.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
75+ 0.95% |
$1.98K - $2.1K
|
7.93K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-25.4K- 21.63% |
$671K - $711K
|
92.1K
$2.51M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$333K - $352K
|
12.6K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
14.5K+ 2.02% |
$382K - $405K
|
732K
$19.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.48K+ 0.49% |
$171K - $181K
|
1.33M
$36.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-4.7K- 21.37% |
$124K - $131K
|
17.3K
$471K
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-472- 1.83% |
$12.5K - $13.2K
|
25.3K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
7.7K+ 1.3% |
$203K - $215K
|
598K
$16.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$436K - $461K
|
16.5K
$450K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18K- 9.73% |
$475K - $503K
|
167K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
11.3KNew |
$299K - $317K
|
11.3K
$309K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-25- 0.17% |
$660 - $699
|
14.4K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.08% |
$264 - $280
|
13.1K
$358K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
644+ 0.31% |
$17K - $18K
|
208K
$5.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7.54KNew |
$199K - $211K
|
7.54K
$205K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
312+ 1.43% |
$8.23K - $8.72K
|
22.1K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
31.4K+ 40.19% |
$829K - $878K
|
110K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-3.11K- 2.04% |
$82K - $86.9K
|
149K
$4.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
26+ 0.33% |
$686 - $727
|
7.92K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-300- 3.9% |
$7.91K - $8.39K
|
7.4K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-662K- 65.26% |
$17.5M - $18.5M
|
352K
$9.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.59K+ 17.55% |
$68.3K - $72.4K
|
17.3K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-80.3K- 12.78% |
$2.12M - $2.24M
|
548K
$14.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
8.58KNew |
$226K - $240K
|
8.58K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
181New |
$4.77K - $5.06K
|
181
$4.93K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.58K+ 9.25% |
$174K - $184K
|
77.7K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
9.22K+ 2.62% |
$243K - $258K
|
362K
$9.85M
|
|